Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership13,578 shares
Latest Disclosed Value $ 1,687,530
Winch Advisory Services, LLC reports 2.35% increase in ownership of WMT / Walmart Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 13,578 shares of Walmart Inc. (MX:WMT) valued at $1,687,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 13,266 shares of Walmart Inc.. This represents a change in shares of 2.35% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F WALMART COM 931142103 13,578 312 2.35 1,688 14.22 0.3852
2026-02-03 2025-12-31 13F WALMART COM 931142103 13,266 -86 -0.64 1,478 7.34 0.3269
2025-11-12 2025-09-30 13F WALMART COM 931142103 13,352 983 7.95 1,376 13.81 0.3096
2025-08-07 2025-06-30 13F WALMART COM 931142103 12,369 71 0.58 1,209 12.05 0.2953
2025-05-06 2025-03-31 13F WALMART COM 931142103 12,298 555 4.73 1,080 1.79 0.2854
2025-01-14 2024-12-31 13F WALMART COM 931142103 11,743 1,356 13.05 1,061 26.49 0.2759
2024-10-21 2024-09-30 13F WALMART COM 931142103 10,387 -93 -0.89 839 18.19 0.2320
2024-07-31 2024-06-30 13F WALMART COM 931142103 10,480 1,023 10.82 710 24.60 0.2029
2024-05-14 2024-03-31 13F WALMART COM 931142103 9,457 6,262 195.99 569 13.12 0.1738
2024-01-18 2023-12-31 13F WALMART COM 931142103 3,195 237 8.01 504 0.1670
2023-11-06 2023-09-30 13F WALMART COM 931142103 2,958 90 3.14 0 0.1735
2023-08-08 2023-06-30 13F WALMART COM 931142103 2,868 94 3.39 0 0.1620
2023-05-10 2023-03-31 13F WALMART COM 931142103 2,774 37 1.35 0 0.1587
2023-01-26 2022-12-31 13F WALMART COM 931142103 2,737 -15 -0.55 0 -100.00 0.1655
2022-10-31 2022-09-30 13F WALMART COM 931142103 2,752 -8 -0.29 357 6.25 0.1533
2022-08-12 2022-06-30 13F WALMART COM 931142103 2,760 72 2.68 336 -16.00 0.1371
2022-04-26 2022-03-31 13F WALMART INC COM COM 931142103 2,688 108 4.19 400 7.24 0.1391
2022-02-04 2021-12-31 13F WALMART INC COM COM 931142103 2,580 78 3.12 373 6.88 0.1233
2021-11-10 2021-09-30 13F WALMART INC COM COM 931142103 2,502 62 2.54 349 1.45 0.1217
2021-08-05 2021-06-30 13F WALMART INC COM COM 931142103 2,440 557 29.58 344 34.38 0.1237
2021-05-03 2021-03-31 13F WALMART INC COM COM 931142103 1,883 689 57.71 256 48.84 0.1026
2021-02-09 2020-12-31 13F WALMART INC COM COM 931142103 1,194 388 48.14 172 52.21 0.0715
2020-11-04 2020-09-30 13F WALMART INC COM COM 931142103 806 10 1.26 113 18.95 0.0478
2020-08-12 2020-06-30 13F WALMART INC COM COM 931142103 796 33 4.33 95 9.20 0.0452
2020-05-13 2020-03-31 13F WALMART INC COM COM 931142103 763 3 0.39 87 -3.33 0.0433
2020-02-12 2019-12-31 13F WALMART INC COM COM 931142103 760 67 9.67 90 9.76 0.0427
2019-11-13 2019-09-30 13F WALMART INC COM COM 931142103 693 2 0.29 82 7.89 0.0427
2019-08-07 2019-06-30 13F WALMART INC COM COM 931142103 691 -68 -8.96 76 2.70 0.0396
2019-05-13 2019-03-31 13F WALMART INC COM COM 931142103 759 415 120.64 74 131.25 0.0409
2019-02-05 2018-12-31 13F WALMART INC COM COM 931142103 344 107 45.15 32 45.45 0.0178
2018-11-13 2018-09-30 13F WALMART INC COM COM 931142103 237 1 0.42 22 10.00 0.0111
2018-08-13 2018-06-30 13F WALMART INC COM COM 931142103 236 1 0.43 20 -4.76 0.0108
2018-05-11 2018-03-31 13F WALMART INC COM COM 931142103 235 163 226.39 21 200.00 0.0123
2018-02-13 2017-12-31 13F WAL-MART STORES COM COM 931142103 72 0 0.00 7 16.67 0.0042
2017-11-13 2017-09-30 13F WAL-MART STORES COM COM 931142103 72 72 6 0.0039
2017-01-19 2016-12-31 13F WAL-MART STORES COM COM 931142103 0 -3,074 -100.00 0 -100.00
2016-11-02 2016-09-30 13F WAL-MART STORES COM COM 931142103 3,074 3,074 222 0.1810
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.